Prepare monthly deal forecast inputs
Gather the deal figures for your review, while keeping assumptions clear and visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Forecast preparation can blur actual deal values and assumptions when the source figures are compiled by hand.
- Summarize deal values available for the chosen period.
- Keep any forecast assumptions explicit and user-supplied.
- Produce a repeatable document for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named Monthly Deal Forecast Inputs.
- 3Tell Notis which deal period and user-supplied assumptions to use in a Carbone summary.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with real deal records and verify the period and assumptions.
Questions about this workflow
Does this predict future revenue by itself?
No. It summarizes available deal information. Any forecast method or assumptions must be supplied by you.
What if a deal has no value?
The report should mark the value as unavailable rather than estimate it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Carbone. A trigger fires from one place; an action lands in another.
Active campaign triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Active campaign and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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